Michael Ferrera

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2010-06-07 → 2012-08-28
  Wells Fargo Clearing Services, Llc
  Kirkland, WA

Other Businesses

Resource For Real Estate, LLC Type of business: Real Estate Kirkland, WA Start date: 1/1/2007 Partner Hours per week: 0 Hours during trading: 0 No Responsibility Self Type of business: Residential Real Estate Kirkland, WA Start date: 4/27/2023 Landlord Hours per week: 0 Hours during trading: 0 Maintenance. Catherine Ferrera Type of business: Rental Kirkland, WA Start date: 7/1/2025 Real Estate Agent Hours per week: 0 Hours during trading: 0 Catherine handles the ADU on our property. She has a separate checking acct that I am not listed on. She has rented out the property to long term clients of hers, who she referred to me and subsequently became clients of mine. The renters/clients have their own mail box.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Michael Ferrera
• Michael Orlando Ferrera